PH
PACW

Pinnacle Holdings’s PacWest Bancorp PACW Stock Holding History

Pinnacle Holdings’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,693
Closed -$195K – 226
2023
Q3 		$195K Hold
24,693
– – 0.09% 149
2023
Q2 		$201K Buy
24,693
+3,095
+14% +$24.9K 0.09% 146
2023
Q1 		$210K Buy
21,598
+3,730
+21% +$82.9K 0.1% 147
2022
Q4 		$410K Sell
17,868
-95
-0.5% -$2.3K 0.18% 130
2022
Q3 		$406K Hold
17,963
– – 0.19% 124
2022
Q2 		$479K Buy
17,963
+3,150
+21% +$102K 0.22% 119
2022
Q1 		$639K Hold
14,813
– – 0.25% 114
2021
Q4 		$669K Hold
14,813
– – 0.28% 111
2021
Q3 		$671K Hold
14,813
– – 0.29% 110
2021
Q2 		$610K Hold
14,813
– – 0.28% 111
2021
Q1 		$565K Hold
14,813
– – 0.26% 119
2020
Q4 		$376K Hold
14,813
– – 0.2% 129
2020
Q3 		$253K Sell
14,813
-3,005
-17% -$55.7K 0.15% 136
2020
Q2 		$351K Hold
17,818
– – 0.17% 121
2020
Q1 		$319K Buy
17,818
+8,278
+87% +$259K 0.18% 117
2019
Q4 		$365K Hold
9,540
– – 0.14% 132
2019
Q3 		$347K Hold
9,540
– – 0.13% 137
2019
Q2 		$370K Sell
9,540
-255
-3% -$9.86K 0.14% 134
2019
Q1 		$368K Buy
+9,795
New +$379K 0.14% 135
2015
Q1 		– Sell
-141
Closed -$6.41K – 226
2014
Q4 		$6.41K Buy
+141
New +$6.18K ﹤0.01% 194

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Holdings's PACW Position: Q4 2023 in Review

Pinnacle Holdings sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 24,693 shares — an estimated $195K sold.

Pinnacle Holdings first reported a position in PACW in Q4 2014 and held it in 20 quarters. The position peaked at $671K in Q3 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Pinnacle Holdings reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Holdings sold 24,693 PacWest Bancorp shares in Q4 2023, an estimated $195K.
  • Pinnacle Holdings first reported a position in PacWest Bancorp in Q4 2014 and held it in 20 quarters.
  • Pinnacle Holdings's PacWest Bancorp position peaked at $671K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Pinnacle Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.